News, Comment & Analysis results for M and A

M and A
May 2, 2025

Savant, Lido Bulk Up With Acquisitions

Here are two deals by RIAs of the kind that have been a feature of wealth management M&A in the

M and A
May 2, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Foundation Source, Giving Place

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

M and A
April 30, 2025

Deals Of The Day: The Latest In Wealth Management M&A – EP Wealth, Modern Wealth, Others

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

M and A
April 29, 2025

F2 Strategy Makes Another Acquisition

The acquisition enables F2 to launch a new strategic service, it said.

M and A
April 25, 2025

Wealth Management M&A Shrugs Off Market Turmoil – ECHELON Partners

The investment bank and advisor to the wealth management industry in North America gives its latest

M and A
April 25, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Integrated, Albritton, RBC WM, MK Group

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

M and A
April 24, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Carson Group

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

M and A
April 22, 2025

Nomura Agrees To Buy All Of Macquarie's US, European Asset Management Groups

Under the deal, expected to close by the end of 2025, the Japanese group will obtain three entities

M and A
April 16, 2025

Deals Of The Day: The Latest In Wealth Management M&A – EP Wealth Advisors

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

M and A
April 10, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Aspen Standard Wealth, NEPWA

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Comment & Analysis results for M and A